Executive diagnosis
The primary constraint, contributing causes, evidence, counter-evidence, and confidence level.
Onboarding Performance Diagnostic
Find the constraint before you fund the fix.
A fixed three-week engagement for growing B2B SaaS companies that need an evidence-based answer before they hire, rebuild, or automate.
What you receive
A decision-ready diagnosis.
Operating assessment
A seven-dimension view across value and TTV, readiness, handoffs, delivery, consistency, measurement, and capacity.
90-day action plan
Prioritized recommendations, sequencing, owners, success measures, and what should deliberately wait.
Three weeks
Frame. Gather. Analyze. Decide.
Week 1 — Frame & gather
Align on the decision, collect process artifacts and data, and interview the people closest to the work.
Week 2 — Analyze & test
Study TTV, variance, readiness, handoffs, dependencies, and capacity. Test competing explanations.
Week 3 — Synthesize & plan
Deliver the diagnosis, maturity profile, recommendations, and an executive readout with a 90-day plan.
Strong fit
Enough repetition to see a pattern. Enough urgency to act.
- Series A through growth-stage B2B SaaS
- CS still owns onboarding or the function is newly specialized
- Launches are slow, unpredictable, or increasingly custom
- An executive sponsor can act on the findings within 90 days
- The team can provide reasonable access to people, artifacts, and data
Not designed for: fractional leadership, staff augmentation, implementation without diagnosis, or founder-led motions too new to contain repeatable evidence.
Investment
$7,500 founding rate
Available for the first three engagements while the delivery model is refined. The intended standard price is $10,000. Payment is 50% at signature and 50% when evidence collection is complete, before final synthesis and readout.
Founding clients receive the full scope. In return, I ask for candid feedback and, where appropriate, permission to use an anonymized account of the work.
A useful next step
Is this the right problem to diagnose now?
A 30-minute working conversation will help us determine whether the Onboarding Performance Diagnostic is the right next step.